by Salman Ahmed

The first half of 2022 has been an eventful period in the capital markets. Rising interest rates, decades-high inflation, persistent supply chain problems, and the ongoing war in Ukraine have weighed heavily on investor sentiment, driving stocks and bonds lower. To help make sense of it all, we shed some light on these top-of-mind issues and provide an update on our thinking in the video below. We also walk through what we've been doing in the Founders Fund in light of the transition that the economy and markets are going through.